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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $941 | $46,534-98.0% | $64,097-98.5% | $75,177-98.7% |
| Participation rate | 89.3% | 65.9%+23.3pp | 72.3%+17.0pp | 67.2%+22.1pp |
| Annual return | 112.69% | 26.07%+86.6pp | 33.75%+78.9pp | 160.75%-48.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,110 | $2,835-60.8% | $3,881-71.4% | $4,126-73.1% |
| Admin fee / account holder | $313 | $2,957-89.4% | $3,070-89.8% | $5,651-94.5% |